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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-05-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liberty Home Care And Hospice | Sanford | NC | 08/2019 | 12/2021 |
| Laurels Of Chatham | Pittsboro | NC | 08/2017 | 08/2019 |
| Chatham County Department Of Social Services | Pittsboro | NC | 11/2015 | 08/2017 |
| Lpl Financial, Llc | Smithfield | NC | 01/2021 | Present |
1. 01/04/2022 - ACERA WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ SMITHFIELD, NC 2. 01/05/2024 - No Business Name - Non-Inv Related - Other - Published Book - Started: 7/1/2024 - 0 Hrs/Mo. 3) 03/17/2025 - Liberty - Not Investment Related - Outside/W-2 Employment - Sanford NC - Start Date:03/13/2025 - 10 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-04 |
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